See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,712 | $94,529-38.9% | $140,016-58.8% | $64,186-10.1% |
| Participation rate | 85.0% | 84.1%+0.9pp | 87.5%-2.5pp | 69.6%+15.4pp |
| Annual return | -4.01% | 7.77%-11.8pp | 651.12%-655.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $2,154 | $3,812-43.5% | $5,606-61.6% | $2,381-9.5% |
| Participant deferral / active EE | $2,861 | $5,250-45.5% | $6,927-58.7% | $3,470-17.6% |
| Admin fee / account holder | $1,570 | $6,741-76.7% | $10,705-85.3% | $4,888-67.9% |